What's New in Act!

We're constantly working to add new functionality and improve the user experience for Act! users. Keep reading to learn what's new in Act!.

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  • Streamlined company management with CSV import

    Date of Release 07/02/25

    The latest Act! Cloud update delivers more control, visibility, and speed across your day-to-day workflows. Now, you can easily import Companies in bulk using a simple CSV file—perfect for managing large datasets without manual entry. The Calendar has been refreshed with a cleaner, more readable layout, making it easier to view and manage your schedule at a glance. Adding products to Opportunities is now quicker than ever, thanks to a larger dropdown and new type-ahead search to help you find items faster. Lookup enhancements: your recent selections are remembered, Quick Lookup is now accessible from the left navigation, and current search filters are always visible in list views. You can also clear or switch lookups without leaving the page—giving you a faster, more seamless search experience across Contacts, Companies, Groups, and Opportunities.

    Act! Advantage | Act! Premium Cloud

  • Smarter Scheduling and Contact Management for Act! Mobile

    Date of Release 06/24/25

    The latest Act! Mobile update introduces new features and enhancements to help you work more efficiently on the go. Quickly create new contacts with the built-in business card scanner, and schedule activities faster by tapping directly into available calendar slots. You can now view and interact with other users’ calendars to better coordinate schedules. We’ve also refined the Contact and Company layout editor for a cleaner experience, and added type-ahead search to ID/Status fields, making it easier to find what you need, fast. And subtle UI updates throughout the app bring a more modern, intuitive feel.

    Act! Advantage | Act! Premium Cloud

  • A Streamlined Lookup Experience

    Date of Release 06/18/25

    The latest update to Act! Cloud introduces a redesigned Lookup experience, making it easier to manage searches without changing how Lookups work. The new Lookup drawer lets you create queries using dropdown options, view and modify active lookups, re-run your five most recent lookups, access saved queries, and open advanced query options—all in one place. The “My Record” option is now located under your profile icon and takes you directly to your contact record—making navigation faster and more intuitive. We've also improved the Actions menu for Contacts and Opportunities by adding sort functionality, allowing for quicker access to key actions based on your preferred order.

    Learn more about the updates here
    Watch here

    Act! Advantage | Act! Premium Cloud

  • What’s New in Act! Cloud

    Date of Release 05/13/25

    We’ve recently made updates to improve Act! Cloud navigation and usability:

    • New Actions Menu: You’ll now see an Actions menu in the top-right corner of Contacts, Companies, Groups, Opportunities, and Calendar pages. It gives you quick access to options like print and export—just like the top navigation bar.
    • Tools Menu Moved: The Tools menu now lives in its own spot in the left navigation, so it’s easier to find.
    • Group Visibility in Activity & History: You can now view both Sub-Groups and Parent-Groups when selecting Groups during Activity and History logging, making it easier to stay organised.
    • Other Improvements: We’ve also made small upgrades to the navigation menus and how Activities and Histories are logged to help you work more efficiently.

    View this Knowledgebase article for additional details.

    Act! Advantage | Act! Premium Cloud

  • Act! Mobile Enhancements

    Date of Release 05/10/25

    Act! Mobile (formerly Act! Premium Cloud Mobile) now supports creating, editing, and managing companies using the Company Form Layout Designer—right from your mobile device. This update also introduces our new name: Act! Mobile, bringing the app in line with the Act! brand across platforms.

    See more

    Act! Premium Cloud | Act! Advantage

  • Announcing Act! Advantage

    Date of Release 05/07/25

    Put Act! at the centre of your daily customer relationship activities. Unite your customer data, sales and marketing processes, website, accounting system, business apps, and more for maximum productivity.

    Act! Advantage brings our most powerful tools into one streamlined experience—marrying robust CRM with Email Marketing, Interactive Quotes, Website Forms, Surveys, Event & Project Management, and more. Whether you're nurturing leads, managing clients and projects, or sending personalised campaigns, everything you need is now in one place, while new plans and pricing deliver unmatched value for an all-in-one cloud solution that empowers you to increase productivity and build lasting customer relationships.

    See plans and pricing

    Act! Advantage

  • Enhanced Navigation & Outlook Integration

    Date of Release 04/02/25

    The latest Act! Premium Cloud update introduces a more intuitive navigation experience by consolidating related sections into tabs within the left menu. This streamlined design allows users to easily switch between Contacts, Companies, Groups, Calendar & Task List, and Dashboards & Reports, including Act! Insights—improving workflow efficiency.

    Act! Sidebar for Outlook has been enhanced with a refreshed design, customisable layouts, and new functionality, including the ability to view opportunities, create and edit notes, and log histories directly within Outlook.

    Finally, a polished UI refresh ensures a cohesive look with a matching background colour across the top and side menu, creating a more seamless user experience.

    Act! Premium Cloud

  • New Layout Designer

    Date of Release 02/19/25

    The latest Act! Premium Cloud Mobile update introduces a new Layout Designer, giving Admin users greater control over field visibility and customisation in the mobile app. Easily configure contact pages by rearranging fields with drag-and-drop functionality and more. This update enhances flexibility, ensuring a more personalised experience for managing contacts on the go.

    Act! Premium Cloud

  • Contact Import Enhancements

    Date of Release 02/12/25

    The latest Act! Premium Cloud update introduces a streamlined contact import experience with a modernised interface designed for efficiency. The new workflow simplifies batch uploads, ensuring accurate data mapping while reducing manual effort. Users can now easily organise contacts into groups during the import process, improving segmentation and accessibility.

    Act! Premium Cloud

  • Act! Premium Desktop v26.1

    Date of Release 02/05/25

    Act! Premium v26.1 delivers enhancements to Act! Sidebar for Outlook, including a refreshed design, customisable layouts, and richer customer insights. Streamline workflows by viewing associated opportunities and efficiently creating or editing notes from within Outlook. Act! Premium v26.1 also now allows you to manage your subscription and make purchases from within Act!.

    Act! Premium Desktop

  • Linktivity Add-On Bundles

    Date of Release 12/05/24

    Supercharge your productivity with seamlessly integrated tools and workflows to create interactive quotes, generate leads, manage event registrations, and provide self-service appointment booking.

    Act! Premium Cloud

  • AI Writing Assistant

    Date of Release 07/23/24

    Leverage advanced AI within Act! Marketing Automation to effortlessly create compelling marketing content for emails, landing pages, webinar invites, and more.

    Act! Premium Cloud

  • Introducing Act! Premium Cloud Mobile

    Date of Release 07/18/24

    Find contacts quickly, stay on top of tasks, and keep opportunities advancing with Act! Premium Cloud Mobile, the newest and most intuitive Act! mobile app yet. Available exclusively to Act! Premium Cloud users.

    Act! Premium Cloud

  • Introducing Act! Premium v26

    Date of Release 07/16/24

    Featuring a refreshed calendar design, the arrival of AI in Act! Marketing Automation, and Act! Sidebar for Outlook enhancements, Act! Premium v26 unlocks greater productivity thanks to streamlined team coordination, effortless content creation, and a deeper understanding of contacts.

    Act! Premium Desktop

  • Act! Sidebar for Outlook Enhancement

    Date of Release 05/22/24

    Experience greater productivity when using Act! + Outlook with the ability to add and review notes associated with contacts, and group contacts more easily with the introduction of the ID/Status field.

    Act! Premium Cloud

  • Activity and History Workflow Enhancements

    Date of Release 04/17/24

    Experience more modern activity and history workflows with a redesigned interface that’s more intuitive to use.

    Act! Premium Cloud

  • Calendar Enhancements

    Date of Release 01/25/24

    Experience a refreshed, more modern calendar that makes using the Act! Calendar more enjoyable and efficient. Enhancements include new right-click functionality, calendar views, and more.

    Act! Premium Cloud

  • Act! Sidebar for Outlook

    Date of Release 12/13/23

    Experience effortless productivity and streamlined workflows with Act! Sidebar for Outlook. Featuring a modern interface that seamlessly integrates with Act!, Act! Sidebar for Outlook automatically records email exchanges to history, allows you to add & update contact information, review detailed history records, and schedule activities with one or more attendees, directly from Outlook.

    Act! Premium Cloud

  • SMS4Act! Templates

    Date of Release 12/13/23

    Unlock the full potential of SMS4Act! with text message templates. SMS4Act! templates allow you to utilise a single message across multiple customers and use dynamic placeholders to personlize text messages for maximum effect.

    Act! Premium Desktop

  • Introducing Act! Premium 25.2

    Date of Release 11/28/23

    Act! Premium 25.2 introduces Act! Sidebar for Outlook to Act! Premium Desktop subscribers and workflow enhancements for Act! Premium for Web subscribers. Featuring a modern interface that seamlessly integrates with Act!, Act! Sidebar for Outlook automatically records email exchanges to history, allows you to add & update contact information, review detailed history records, and schedule activities with one or more attendees, directly from Outlook.

    Act! Premium Desktop

  • Introducing Act! Premium 25.1

    Date of Release 09/28/23

    Building upon the innovations in Act! Premium v25, Act! v25.1 further boosts business effectiveness with more tools to enhance security, gain richer insights, improve communication, and refine overall usability.

    Act! Premium Desktop

  • Advanced Dashboards & Usability Enhancements

    Date of Release 09/26/23

    We’re happy to announce you can now view advanced dashboards in the Act! Companion mobile app. We’ve also improved mobile app navigation by increasing clickable areas, and refreshed icon placement, spacing, and alignment to make using the mobile app more intuitive.

    Act! Premium Desktop

  • Custom Tables Trial Availability

    Date of Release 09/18/23

    Utilizing Custom Tables allows you to manage detailed data commonly stored in spreadsheets directly in Act!. Act! subscribers can now trial Custom Tables for 14 days, complete with demo data, and see firsthand how to gain new insights from consolidated data, drive targeted sales & marketing campaigns, and provide personalized customer experiences.

    Act! Premium Cloud

  • Additional Mail Merge Date Formats

    Date of Release 06/26/23

    In locales or industries where the 24-hour time format is preferred, users can now select this option on the fly or set it as the default option within the Account Properties settings.

    Act! Premium Desktop

  • Campaign Dashboard Enhancements

    Date of Release 06/26/23

    To improve overall usability, the Campaign Dashboard now includes a new “Properties” dropdown menu with new options to quickly review specific campaign metrics. Options include the abilty to “Jump to Campaign”, “Jump to Campaign Dashboard”, and “Export all Email Campaigns”.

    Act! Premium Desktop

  • List Sorting Enhancements

    Date of Release 06/26/23

    To make it easier for users to find email templates, we’ve improved load time performance and introduced four new sorting options.

    Users can now sort by:

    • Template Name Ascending
    • Template Name Descending
    • Last Edit Date Ascending
    • Last Edit Date Descending

    Act! Premium Desktop

  • Login Accessibility

    Date of Release 06/26/23

    We’ve made it easier for users to quickly access the mobile app with the option to “Remember Username”.

    A new blue background helps improve text readability.

    Act! Premium Desktop

  • New Suppression List Filters

    Date of Release 06/26/23

    To make it easier for Act! Marketing Automation users to zero in on the right data, we’ve added three new filters for suppression “Reason”, “Status” and by date.

    Act! Premium Desktop

  • Opportunity Filtering

    Date of Release 06/26/23

    Act! mobile app users can quickly review opportunities by status with new filtering, search for opportunities by opportunity name, and see which filters have been applied.

    Act! Premium Desktop

  • Proximity Search Enhancements

    Date of Release 06/26/23

    Act! Proximity Search performance and stability has been improved to easily find the address you’re looking for while ensuring its accuracy.

    Act! Premium Desktop

  • SMS4Act! Integrated SMS Text Messaging

    Date of Release 06/26/23

    SMS4Act! allows for ad-hoc text messages to be sent to customers anywhere in the world, directly from Act!. Create text messages for any occasion including scheduling, order updates, shipping status, event reminders, promotion notifications, and more.

    Act! Premium Desktop

  • Introducing Act! Premium v25

    Date of Release 06/08/23

    Act! v25 gives your business effectiveness a boost with richer insights, better communication, and enhanced usability. Includes:

    • Act! Insight Advanced Dashboard Builder
    • Integrated SMS Text Messaging
    • AMA & Act! Companion Mobile App Enhancements

    Act! Premium Desktop

  • Multi-Factor Authentication (MFA)

    Date of Release 05/01/23

    Act! admins can now configure and require Multi-Factor Authentication (MFA), a multi-step authentication process that provides an additional layer of security to prevent unauthorized account access. It works by requiring users to enter a unique numerical code sent to them via text message, in addition to their username and password, when logging into Act!.

    Act! Premium Cloud

  • Additional Popup to Modal Conversions

    Date of Release 04/21/23

    To continue improving the Act! user experience, we converted an additional 10 popup windows to modals, including:

    • Attach link (on documents tab)
    • Attach File
    • Display Map
    • Select Users
    • Reports View > Edit
    • View Linked Fields
    • Driving Directions
    • Edit List Values
    • Opportunity Graphs
    • Customise Columns

    Act! Premium Cloud

  • Create and Edit Products

    Date of Release 04/14/23

    Act! Companion now allows you to create and edit products in-app.

    Act! Premium Desktop

  • Activity Scheduling Enhancements

    Date of Release 03/13/23

    It is now possible to schedule an activity on behalf of a different Act! user.

    Act! Premium Cloud

  • Additional Popup to Modal Conversions

    Date of Release 03/13/23

    To continue improving the Act! user experience, we converted an additional 8 popup windows to modals, including:

    • Clear Activity
    • Product List Page
    • Duplicate Contact
    • Activity Types
    • Password Policy
    • Sort Dialog
    • Grant Calendar Access
    • Deletion Confirmation

    Act! Premium Cloud

  • Clear Activity in Alarms Window

    Date of Release 02/23/23

    If you've happened to set an alarm for an Activity, you can now use the alarm pop-up window to clear the activity. When an alarm pop-up is presented, you can select "Clear Activity", which allows you to "Save and Follow Up", which works in the same way as if you had cleared the Activity from the Calendar or Task List

    Act! Premium Cloud

  • Warning Prompt when Removing an Attachment

    Date of Release 02/23/23

    When removing an attachment from a Note in Act!, there is a warning prompt asking if you are sure you want to remove the attachment. This same warning prompt has been added to Activities and History entries to add consistency across the product.

    Act! Premium Cloud

  • Record Manager Filtering, Auto-dialing, and Proximity Search

    Date of Release 02/17/23

    We made a number of enhancements to improve the Record Manager filter on the Opportunities screen, improved handling of auto-dialing for domestic and international numbers, and added a "Search this Location" button to the proximity search feature.

    Act! Premium Desktop

  • Popup to Modal Conversions

    Date of Release 01/26/23

    To improve the Act! user experience, we converted 11 popup windows to modals, including:

    • Creating a new Note or editing an existing one
    • Creating a new History entry or editing an existing one
    • Creating a new Activity or editing an existing one
    • Manage Users
    • Define Fields
    • Manage Teams
    • The import wizard (through the Tools menu)
    • Copy/Move contact data
    • Check/Repair data
    • Remove old data
    • Edit menu tasks (Replace, Swap and Copy fields)

    Act! Premium Desktop

  • UI Styling Updates

    Date of Release 01/26/23

    To modernize the Act! user interface, we introduced a number of styling updates to the welcome page, navbar, tabs, detail views, icons, Act! Marketplace, and more.

    Act! Premium Desktop

  • New Collaboration and Design tools

    Date of Release 09/19/22

    Enhance the effectiveness of your marketing efforts with new collaboration and design tools, intelligent A/B testing, and automatic follow-up actions based on marketing engagement score.

    Act! Premium Desktop

  • Autocomplete Address Fields

    Date of Release 07/16/22

    Act! Companion now includes the ability to autocomplete Address fields using Google Maps data.

    Act! Premium Desktop

  • Introducing Act! Premium v24

    Date of Release 09/17/21

    Act! Premium Desktop

  • New Team Capabilities

    Date of Release 12/01/20

    Take your marketing to new heights with Preference and Unsubscribe Centers, new Folders and Teams capabilities, and numerous enhancements to help you effectively get the word out and stay in touch with customers.

    Act! Premium Desktop

  • Marketing Asset Library

    Date of Release 03/01/20

    Drive effective outreach with categorized, pre-built marketing campaigns, templates, and landing pages with guided setup in Act! Marketing Automation. Plus, leverage new captcha controls, visual survey reports, and export capabilities.

    Act! Premium Desktop

  • Pre-Built Marketing Campaigns

    Date of Release 07/19/19

    Quickly jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy for you to send sales promotions, sales prospecting emails, webinar and event invitations, welcome emails, ongoing newsletters, and so much more. Additionally, enjoy quick access to powerful Marketing Automation features and insights from the contact record—send a tracked email, add the selected contact into an existing campaign, and see contextual score and campaign data.

    Act! Premium Desktop

  • Introducing Act! Marketing Automation

    Date of Release 07/10/19

    Optimize all the ways you communicate with prospects and customers to maximize engagement and drive business growth with Marketing Automation functionality in Act!.

    Act! Premium Desktop

  • Automatic Dialing to Phone Extensions

    Date of Release 08/18/22

    Act! Companion now includes the ability to automatically dial extensions and configure dialing behavior.

    Act! Premium Desktop